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CVTRX vs FGGIX
CVTRX vs FGGIX Comparison
Open Charts CVTRX vs FGGIX
Calamos Growth & Income A
Price$54.27
Change-$2.12 (-3.76%)
VolumeN/A
Net Assets3.27B
American Funds Growth and Inc 529-F-2
Price$21.74
Change-$0.15 (-0.69%)
VolumeN/A
Net Assets21.95B
CVTRX vs FGGIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FGGIX has more cash in the bank: 21.9B vs. CVTRX (3.27B). FGGIX pays higher dividends than CVTRX: FGGIX (1.85) vs CVTRX (0.33). CVTRX was incepted earlier than FGGIX: CVTRX (37 years) vs FGGIX (5 years). CVTRX (1.05) is less costly to investors than FGGIX (0.43). CVTRX is a more actively managed with annual turnover of: 36.00 vs. FGGIX (10.00). FGGIX has a lower initial minimum investment than CVTRX: FGGIX (250) vs CVTRX (2500). FGGIX annual gain was more profitable for investors over the last year : 13.13 vs. CVTRX (9.49). FGGIX return over 5 years is better than : 35.29 vs. CVTRX (32.09).
| CVTRX | FGGIX | CVTRX / FGGIX | |
| Total Expense Ratio | 1.05 | 0.43 | 244% |
| Annual Report Gross Expense Ratio | 1.05 | 0.43 | 244% |
| Fund Existence | 37 years | 5 years | - |
| Gain YTD | 1.973 | 2.162 | 91% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.27B | 21.9B | 15% |
| Annual Yield % from dividends | 0.33 | 1.85 | 18% |
| Returns for 1 year | 9.49 | 13.13 | 72% |
| Returns for 3 years | 41.37 | 44.64 | 93% |
| Returns for 5 years | 32.09 | 35.29 | 91% |
| Returns for 10 years | 121.98 | N/A | - |
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